13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002123943
Total reported value
$144.1M
$144.1M
73 檔
41.0%
At the close of Q2 2026, Merited Wealth, LLC disclosed equity holdings valued at approximately $144.1M, spread across 73 reported holdings.
In Q2 2026, Merited Wealth, LLC adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, JCPB) accounted for 41.0% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.49% | +2.18% | +105.46% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.58% | +0.53% | +81.21% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.39% | +1.50% | +79.98% | |
| 4 | AVDE | Avantis International Equity | ETF-Other | 5.71% | +0.55% | +85.53% | |
| 5 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 4.60% | +0.39% | +114.76% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.50% | +0.39% | +118.21% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.33% | +0.37% | +90.03% | |
| 8 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.44% | +0.40% | +360.81% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.37% | -0.13% | +1135.18% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.36% | -0.11% | -1.94% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.34% | -0.11% | -1.97% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 2.30% | -0.02% | +6.46% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.23% | +0.06% | +368.70% | |
| 14 | LEN | Lennar Corp-a | Stock-Consumer Disc | 2.22% | -0.25% | -0.54% | |
| 15 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.18% | -0.11% | -1.11% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.03% | -0.04% | -1.68% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.48% | -0.07% | -5.80% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.42% | +0.21% | +103.65% | |
| 19 | CGBL | Cap Group Core Balanced | ETF-Other | 1.41% | -0.61% | -66.07% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.36% | -0.56% | -65.70% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.17% | -0.12% | |
| 22 | CGGE | Cap Group Global Eq | ETF-Other | 1.15% | -0.39% | -65.43% | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 1.08% | -0.11% | +0.76% | |
| 24 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.04% | +0.01% | +1.31% | |
| 25 | JEMA | Jpmorgan Activebuilders Emer | ETF-Other | 0.98% | — | +41.45% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.96% | +0.09% | +10.13% | |
| 27 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.95% | -0.32% | -59.32% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | -0.05% | — | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 0.74% | -0.40% | -71.95% | |
| 30 | CGCB | Cap Group Core Bond | ETF-Other | 0.73% | -0.33% | -60.38% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | +0.21% | -2.13% | |
| 32 | CGGO | Cap Group Global Growth | ETF-Other | 0.60% | -0.35% | -71.55% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.04% | -6.28% | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.57% | -0.19% | -60.41% | |
| 35 | CGUS | Cap Group Core Equity | ETF-Other | 0.56% | -0.29% | -72.63% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | -0.07% | -5.17% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.05% | +0.21% | |
| 38 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.48% | +0.11% | +12.38% | |
| 39 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.46% | -0.18% | -56.30% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.44% | -0.17% | -52.39% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.44% | -0.06% | -6.57% | |
| 42 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | -0.07% | -7.41% | |
| 43 | MRP | Millrose Properties | Stock-Real Estate | 0.41% | -0.06% | -1.52% | |
| 44 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.40% | -0.04% | -3.49% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.04% | — | |
| 46 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.35% | +0.11% | -2.65% | |
| 47 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 0.35% | -0.18% | -69.92% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.35% | -0.35% | EXIT | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.11% | -40.04% | |
| 50 | DFAT | Dimensional US Target Value | ETF-Other | 0.35% | -0.05% | -4.04% |
According to official SEC Form 13F filings, Merited Wealth, LLC reported a total U.S. public equity portfolio value of $144.1M across 73 disclosed positions in Q2 2026.
During Q2 2026, Merited Wealth, LLC's top holdings by market value included IVV (17.5%)、AGG (7.6%)、JCPB (6.4%). The largest single position, IVV, represented 17.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
SGOV
前期市值: $1.9M
In Q2 2026, Merited Wealth, LLC made 73 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 46 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.